Lamb Weston: A Fry Utility Trapped In A Capacity Cycle [Seeking Alpha]
Lamb Weston Holdings, Inc. (LW)
Last lamb weston holdings, inc. earnings: 4/1 08:30 am
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US:NYSE Investor Relations:
lambweston.com/investors
Company Research
Source: Seeking Alpha
Current execution focuses on cost savings and working capital efficiency via the 'Focus to Win' plan, targeting at least $250 million in savings by FY27. Management guides for FY26 revenue of $6.35–6.55 billion and adjusted EBITDA of $1.0–1.2 billion, emphasizing stabilization over rapid recovery. I initiate coverage with a Hold rating, seeing balanced risk/reward and clear upgrade potential if unit economics and FCF improve through fiscal 2026. Oksana Ermak/iStock via Getty Images Lamb Weston ( LW ) is still a scaled foodservice infrastructure company, but current execution is more evolved in favor of customers. If Focus to Win helps manage pricing discipline and cash effectiveness, this equity is discounted for invested This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expre
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LW
News
- Lamb Weston (NYSE:LW) was downgraded by analysts at Zacks Research from a "strong-buy" rating to a "hold" rating.MarketBeat
- Lamb Weston: Stability Returns, But Performance Is Far From Impressive [Seeking Alpha]Seeking Alpha
- Lamb Weston (NYSE:LW) had its price target raised by analysts at Jefferies Financial Group Inc. from $67.00 to $70.00. They now have a "buy" rating on the stock.MarketBeat
- Lamb Weston (NYSE:LW) had its "hold (c-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Lamb Weston (NYSE:LW) was upgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "sell (d+)" rating to a "hold (c-)" rating.MarketBeat
LW
Earnings
- 9/30/25 - Beat
LW
Sec Filings
- 11/14/25 - Form SCHEDULE
- 10/3/25 - Form 4
- 10/3/25 - Form 4
- LW's page on the SEC website